Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

April 2020

The SECURE Act – Strategies for Planned Giving

April 6 @ 11:00 am - 12:00 pm
Cindy Atmar

The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.

Find out more »

February 2020

Leaving a Legacy: A New Look at Planned Giving Donors

February 3 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map
Sarah W. Williams

This presentation will focus on findings received from Giving USA’s Special Report, “Leaving a Legacy: A New Look at Planned Giving Donors.” Sarah chaired the Giving USA Foundation’s committee responsible for publishing the report and will highlight and discuss findings around:

Who is most likely to make a planned giving and their motivations
The importance of building lifelong, personal relationships with current and future donors
The benefit of receiving planned gifts of all sizes and how to engage different types of donors

Sarah will also highlight analytics Marts & Lundy uses to segment prospect populations and forecast opportunity in the context of planned giving and the “Leaving a Legacy” report.

Find out more »

December 2019

Fueling Your Mission: Capitalizing on Gifts of Oil & Gas

December 9, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map
Joe Hancock

As drilling technologies have made significant breakthroughs, oil and gas production has increased dramatically over the past two decades, allowing production in states where none existed previously. Approximately 34 states now realize substantial mineral production each year, creating opportunities for philanthropy that were not formerly available. Attendees will learn from the experiences of an organization that has almost ninety years of minerals management exclusively for nonprofit organizations. This session will equip gift planners to cultivate and close gifts of oil and gas interests, discuss ongoing management of these assets, address the applicability of partial interest and unrelated business income rules, and clarify environmental and valuation issues.

Find out more »

November 2019

Gifts of Real Estate

November 4, 2019 @ 11:30 am - 1:00 pm
Truluck’s – Rsearch Blvd., 10225 Research Blvd.
Austin, TX 78759 United States
+ Google Map
James Mayo

Real estate represents a significant portion of the country’s wealth. As such, it should be considered as an asset class for a potential charitable gift. Structured properly, a charitable gift of real estate can not only serve a donor’s philanthropic goals but also provide significant tax benefits and, under the right circumstances, increased cash flow. Let’s discuss the various ways to give real estate and explore the benefits and issues of each.

Find out more »

October 2019

CANCELLED – October 7, 2019

October 7, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map

We are very sorry to inform all of our members we will be cancelling our October 7, 2019 meeting. We apologize for any inconvenience that this may cause.

Find out more »

August 2019

The Central Texas Social Eco-System & You

August 26, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map
Ann Starr

Speaker: Ann Starr, Director of Learning and Leadership with Mission Capital Presentation Title: The Central Texas Social Eco-System & You Description of Presentation: The social sector in Travis and surrounding counties represents a complex and dynamic collection of nonprofits, institutional funders, individual philanthropists, social venture investors, socially-minded businesses and much more....including you! Join us for this interactive session to learn more about the ins and outs of the local social sector "eco-system" while also getting to know more about your…

Find out more »

April 2019

To Infinity and Beyond: Drafting Gift Agreements that Will Stand the Test of Time

April 8, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map

A well-drafted gift agreement doesn't just address the circumstances when a donor makes a gift - it also takes into account the donor's long-term intent, the current and future needs of the institution, and the relevant legal standards that govern institutional management of gift funds. This presentation will cover all of the essential elements of a comprehensive gift agreement, one that an organization can effectively implement during the donor's lifetime, when circumstances change so that implementation becomes impractical, and when the donor is no longer available to consult or consent to changes.

Find out more »

February 2019

Ask the Experts: Best Practices in Gift Planning and Philanthropy

February 11, 2019 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map

This panel will provide insight on the best practices, as well as traps to avoid, in philanthropic planning, directly from three of the most accomplished gift planners and advisors in Central Texas. Their experience ranges from higher education, health care fundraising, non-profit management, trust administration, and financial planning, the panel’s expertise covers a multitude of topics. Their expertise will provide much-needed insight on potential pitfalls and helpful tips for philanthropic planning. Submit your questions in advance, and bring your pressing concerns to the table for an in-depth discussion by the experts.

Find out more »

December 2018

Avoiding Contests: Donor Relations When Legal Capacity Becomes an Issue

December 10, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map

Download the slides - Avoiding Contests

This presentation will focus on identifying some of the issues that lead to disputes, and ways that planners can minimize the chance that they will inadvertently put the plan they create at risk. The presentation will include case studies and potential scenarios planners may find themselves navigating as donor capacity becomes an issue. To that end, the presentation will also discuss the two primary legal theories, incapacity and undue influence, that parties litigate in estate and trust disputes, as well as practical tips on what planners can do to help their clients avoid disputes.

Speakers: Megan Watkins and Marcia Inger Navratil

Find out more »

November 2018

Digital Trends and Planned Giving Applications

November 12, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
+ Google Map

Part One of the Presentation will address a clear picture of the current trends in the digital space. This overview will provide greater context and confidence in moving forward with more challenging and labor intensive digital strategies and tactics. In this overview, Mr. Christensen will cover Internet connectivity, mobile device penetration, social network reach, digital data ubiquity, and how this is impacting fundraising.

Part Two of the Presentation will cover specific digital strategies and tactics for the planned gift officers. Mr. Christensen will paint a theoretical picture as well as review practical examples. Finally, Mr. Christensen will demonstrate application on several digital targeting and engagement tools.

Find out more »
+ Export Events